See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $103,098 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA Service code 27 · EIN 47-0691275 | Advisory (Plan) | $27,767 |
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT & CO., INC. Service code 27 · EIN 22-2361254 | Advisory (Plan) | $17,194 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT CONSULTING GROUP, LLC. Service code 27 · EIN 20-4649925 | Advisory (Plan) | $4,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,262 | $46,173-15.0% | $170,442-77.0% | $69,631-43.6% |
| Participation rate | 49.9% | 63.9%-14.0pp | 83.6%-33.7pp | 70.7%-20.8pp |
| Annual return | 13.44% | 21.62%-8.2pp | 205.93%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,095 | $1,610-31.9% | $5,433-79.8% | $2,032-46.1% |
| Participant deferral / active EE | $2,309 | $2,080+11.0% | $4,939-53.3% | $3,224-28.4% |
| Admin fee / account holder | $431 | $116+271.8% | $13,880-96.9% | $110+290.4% |